Officers - sole traders
Profit share close off account
Select the profit share close off account here. The information button gives on screen guidance.
Important! you must select a balance sheet code in the Profit share close off account box, you will not be able to perform a year end if this is blank.
Officer details
Editing an officer's name
To edit the name of the existing officer, click on the name to be edited, this will open a window allowing you to edit.
The officer must have a last name, depicted by the red asterisk. Click to Save or Cancel.
Dates / Status / Signatories
Dates / Status
If the officer has been appointed or has left during the period/year, enter the relevant dates. If the officer is no longer acting, change the status by clicking on the drop down and selecting from the list.
Signing the accounts
Tick the box under the "Signatories" column to have the name of the person signing feed through to the accounts.
Removing an officer
If an officer has been added in error, to permanently remove click on the waste bin 
icon in the end column - a warning will be displayed asking for confirmation.
If an officer is terminating their position, they should not be deleted but the End date entered as shown above.